Become a UKFCU Member Today!
Joining UKFCU means you’re not just an account holder – you’re a valued member.
Build a brighter future, start investing now.
UKFCU's investment services bring you closer to your financial goals.
Meet the Team
We understand that your financial journey is unique. Our investment services, which are available through CUSO Financial Services, L.P. (CFS)*, are tailored to meet your specific needs, whether you're saving for a down payment, planning for retirement, or simply aiming for financial freedom. Our experienced advisors will work closely with you to create a personalized investment strategy that aligns with your goals and risk tolerance.
Products we offer:
- Mutual funds
- Fixed & variable annuities
- Stocks
- Bonds
- Life insurance
UKFCU's investment services through CFS include:
- Advisory investment accounts
- Employee benefit options
- Financial planning
- Investment strategy
- Pre- and post-retirement planning
- Portfolio reviews, analysis and assessments
- Long-term care insurance
- 403(b) and 401(k) guidance and management
- Corporate retirement plans for small- and medium-sized businesses
Ready to take control of your financial future? UKFCU's investment services through CFS can help you achieve your goals and live life to the fullest. Our experienced investment advisors will work with you one-on-one to create a personalized investment strategy tailored to your needs. Contact us today to schedule a consultation.
* Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. UKFCU has contracted with CFS to make non-deposit investment products and services to credit union members.
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